The Benefits of Salesforce CRM

Salesforce

Salesforce is often referred to as the “cadillac of CRMs”. What makes it so special? What are the benefits of Salesforce CRM?

SalesForce was was founded in 1999 and one of the first available cloud CRM systems. There was no software to download and you could simply access it via a web browser.

In it’s early days it was just a basic contact management system. However, over the years it has become a robust cloud CRM for service, sales, and marketing.

Being able to look up customer information on the go is a priceless ability that has many advantages, including access from your laptop, desktop, PDA, or even mobile phone.

Start looking into the different packages at the SalesForce website. Though expensive and involved, it will cost less in the end when you find that you can keep more customers and of course have their information at the ready whenever you need it.

What are the benefits of Salesforce CRM that make it different?

Salesforce is one of the most popular cloud CRM systems on the market  because it was one of the first to enter the cloud CRM market. Since Salesforce launched, many other companies have launched their own cloud CRM systems and have caught up to Salesforce in many areas. However, Salesforce is still considered one of the best.

Administration

One area the great things about Salesforce is that it can be administered at many levels. There can be a dedicated administrator for the entire system, or you assign certain areas of the system to many administrators. For example, you could provide a knowledge manager permissions to administer all knowledge base related areas of the system.

Reporting

Salesforce reporting is extremely flexible and easy to use. Anyone in the company has the ability to create their own reports. Although some reports may require some technical ability, most reports can be done with simply drag and drop UI.

Out of the Box Functionality

Salesforce comes with a large amount of out of the box functionality that can be used immediately without any development work and some simply administration.

Flexibility

If you want to go beyond out of the box Salesforce functionality, there is plenty of opportunity. The Salesforce platform allows you to do pretty much anything you want including creating custom visual force pages as well as custom objects and rules.

Out of the Box Efficiency

Salesforce strives to make their system more efficient by reducing the number of clicks it takes to perform tasks and ask certain areas of the system.

App Exchange

The Salesforce App Exchange offers a ton of free and non-free third party apps that can be installed onto the Salesforce platform and used immediately. For examples, if you want to track customer support service level agreement times, there’s an app for that.  The App Exchange is especially good for companies who do not have in house Salesforce developers and need functionality that is not available out of the box.

Salesforce Products and Editions

Navigating your way through SalesForce products and editions can be overwhelming at first but the site does a pretty good job of organizing them in way that makes sense.

Salesforce offers marketing, sales, and service features as well as an app development platform, and more. Some companies take advantage of it all where other may only need customer service features.

You will find multiple pricing plans, often the lower priced editions limit the number of users, and the higher priced editions allow for more users and more space. Additionally, the higher priced editions also offer additional features not found in the lower priced editions.

Be aware that Salesforce licensing can vary based on company revenue.  Some licensing terms have companies pay more if revenue increases. These terms may be reviewed on an annual basis or possibly every few years depending on the contract.

Explore the various products and editions to see which ones you need.  Salesforce is one of most sophisticated CRM platforms available. Here are most of the products and editions they offer.

Sales Cloud – CRM for Sales

The Sales Cloud comes in four editions…

  • Group
  • Professional
  • Enterprise
  • Unlimited

Some of the features you’ll find in the Sales Cloud…

  • Contact Management
  • Opportunity Management
  • Sales Collaboration
  • Sales Performance Management
  • Lead Management
  • Territory Management
  • Partner Management
  • Sales Forecasting

Data.com

Data.com provides lead, contact, and account data for sales, market analysis, and customer segmentation. It comes in four editions…

  • Clean Corporate
  • Clean Premium
  • Prospector Corporate
  • Prospector Premium

Service Cloud

Service Cloud comes in four editions…

  • Desk.com Pro
  • Desk.com Business
  • Service Cloud Enterprise
  • Service Cloud
  • Unlimited

Some of the features you’ll find in the Service Cloud include…

  • Knowledge
  • Agent Collaboration
  • Social Customer Service
  • Multichannel Support
  • Case Management

Marketing Cloud

The Marketing Cloud provides email, mobile, web, and marketing as well as digital advertising and automation. The Marketing Cloud include…

  • ExactTarget
  • SocialStudio
  • Social.com
  • Pardot

Community

The community offers customer self-service features such as knowledge base and Q & A as well as employee productivity and engagement.  The Community includes…

  • Customer Community
  • Partner Community
  • Employee Community

Chatter

Chatter is the Facebook of CRM. It allows users to communicate is a forum setting with the ability to comment and like other posts. Chatter comes in a free edition and chatter plus edition. Chatter plus offers Salesforce Answers and Ideas as well as automation features.

Platform

Build your own apps on the Salesforce force.com cloud infrastructure platform. Force.com comes in three editions including…

  • Enterprise
  • App Bundle
  • Unlimited

Analytics Cloud

The Analytics Cloud is a business intelligence solution for creating and managing data sets, build analytics apps, and much more.

 

Salesforce is more than a CRM, it’s also a platform which is one of the reasons why Salesforce is so successful. Salesforce is a high end system and not for every company. If you are considering Salesforce make sure that you are willing to spend the money not only for the product but also for a in-house Salesforce administrator and possibly a Salesforce developer.

Salesforce can help your business be more successful than ever before. It’s one investment you won’t regret.

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